FRG Family Wealth Advisors LLC Diversified Active

CIK: 0001893327 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $509,737 (100.0% shares, 0.0% debt)

Holdings (376)

MSFT MICROSOFT CORP 11.7%
Value ($000) $59,638 Shares 153,181 Est. Cost $67.89 Unrealized +488.1%
VTI VANGUARD INDEX FDS 7.0%
Value ($000) $35,796 Shares 143,984 Est. Cost $169.15 Unrealized
AMZN AMAZON COM INC 6.5%
Value ($000) $33,336 Shares 190,492 Est. Cost $121.58 Unrealized +37.3%
BA BOEING CO 4.5%
Value ($000) $22,892 Shares 136,390 Est. Cost $221.72 Unrealized -7.3%
AMAT APPLIED MATLS INC 3.8%
Value ($000) $19,465 Shares 97,985 Est. Cost $17.13 Unrealized +952.8%
AAPL APPLE INC 3.3%
Value ($000) $16,994 Shares 99,774 Est. Cost $86.24 Unrealized +109.0%
GOOGL ALPHABET INC 3.2%
Value ($000) $16,347 Shares 100,425 Est. Cost $107.21 Unrealized +32.4%
SCHG SCHWAB STRATEGIC TR 3.2%
Value ($000) $16,076 Shares 180,527 Est. Cost $80.95 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.7%
Value ($000) $13,656 Shares 78,001 Est. Cost $120.54 Unrealized
AVGO BROADCOM INC 2.6%
Value ($000) $13,105 Shares 10,079 Est. Cost $24.72 Unrealized +390.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.4%
Value ($000) $12,485 Shares 31,469 Est. Cost $146.45 Unrealized +168.6%
COST COSTCO WHSL CORP NEW 2.0%
Value ($000) $10,236 Shares 14,159 Est. Cost $179.39 Unrealized +294.0%
SCHD SCHWAB STRATEGIC TR 1.9%
Value ($000) $9,890 Shares 128,460 Est. Cost $59.34 Unrealized
PG PROCTER AND GAMBLE CO 1.8%
Value ($000) $9,324 Shares 57,135 Est. Cost $65.19 Unrealized +129.9%
WMT WALMART INC 1.6%
Value ($000) $8,397 Shares 141,481 Est. Cost $44.47 Unrealized +26.0%
RSPT INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $7,580 Shares 228,645 Est. Cost $41.38 Unrealized
V VISA INC 1.4%
Value ($000) $7,044 Shares 26,224 Est. Cost $117.23 Unrealized +132.3%
PEP PEPSICO INC 1.4%
Value ($000) $6,882 Shares 39,121 Est. Cost $85.45 Unrealized +84.0%
LLY ELI LILLY & CO 1.3%
Value ($000) $6,710 Shares 8,590 Est. Cost $72.26 Unrealized +872.2%
DE DEERE & CO 1.3%
Value ($000) $6,508 Shares 16,627 Est. Cost $74.85 Unrealized +397.7%
ADP AUTOMATIC DATA PROCESSING IN 1.2%
Value ($000) $6,246 Shares 25,820 Est. Cost $69.13 Unrealized +238.9%
MRK MERCK & CO INC 1.2%
Value ($000) $6,168 Shares 47,736 Est. Cost $44.81 Unrealized +158.4%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $6,074 Shares 10,681 Est. Cost $181.33 Unrealized +207.6%
IJH ISHARES TR 1.2%
Value ($000) $5,956 Shares 104,245 Est. Cost $75.97 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $5,534 Shares 38,276 Est. Cost $82.18 Unrealized +82.8%
CRM SALESFORCE INC 1.0%
Value ($000) $4,975 Shares 18,497 Est. Cost $171.99 Unrealized +65.8%
CAT CATERPILLAR INC 1.0%
Value ($000) $4,950 Shares 14,794 Est. Cost $96.14 Unrealized +223.5%
IBB ISHARES TR 0.9%
Value ($000) $4,773 Shares 37,605 Est. Cost $132.10 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $4,547 Shares 27,959 Est. Cost $135.33 Unrealized +19.7%
AMT AMERICAN TOWER CORP NEW 0.7%
Value ($000) $3,779 Shares 22,030 Est. Cost $76.28 Unrealized +144.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $3,737 Shares 66,815 Est. Cost $53.47 Unrealized
TT TRANE TECHNOLOGIES PLC 0.7%
Value ($000) $3,406 Shares 10,733 Est. Cost $93.73 Unrealized +184.9%
KO COCA COLA CO 0.6%
Value ($000) $3,293 Shares 53,311 Est. Cost $32.36 Unrealized +75.2%
BLACKROCK INC 0.6%
Value ($000) $3,252 Shares 4,310 Est. Cost $437.24 Unrealized
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $3,233 Shares 13,782 Est. Cost $135.24 Unrealized +70.6%
MCD MCDONALDS CORP 0.6%
Value ($000) $3,223 Shares 11,803 Est. Cost $100.32 Unrealized +177.1%
VGT VANGUARD WORLD FD 0.6%
Value ($000) $2,917 Shares 5,897 Est. Cost $261.75 Unrealized
VYM VANGUARD WHITEHALL FDS 0.6%
Value ($000) $2,890 Shares 24,816 Est. Cost $99.65 Unrealized
VHT VANGUARD WORLD FD 0.5%
Value ($000) $2,682 Shares 10,476 Est. Cost $248.30 Unrealized
SRE SEMPRA 0.5%
Value ($000) $2,620 Shares 36,572 Est. Cost $52.28 Unrealized +28.8%
FNDX SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,531 Shares 39,356 Est. Cost $55.72 Unrealized
MGK VANGUARD WORLD FD 0.5%
Value ($000) $2,420 Shares 8,846 Est. Cost $210.00 Unrealized
KLAC KLA CORP 0.5%
Value ($000) $2,347 Shares 3,405 Est. Cost $65.71 Unrealized +861.6%
FDX FEDEX CORP 0.4%
Value ($000) $2,056 Shares 7,855 Est. Cost $160.71 Unrealized +49.2%
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $2,014 Shares 3,810 Est. Cost $118.94 Unrealized +305.1%
ABT ABBOTT LABS 0.4%
Value ($000) $1,882 Shares 17,764 Est. Cost $100.45 Unrealized +10.3%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,818 Shares 19,783 Est. Cost $52.97 Unrealized +53.6%
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $1,763 Shares 9,483 Est. Cost $47.25 Unrealized +197.0%
VDE VANGUARD WORLD FD 0.3%
Value ($000) $1,761 Shares 13,505 Est. Cost $97.87 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,722 Shares 33,099 Est. Cost $48.99 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $1,715 Shares 16,426 Est. Cost $88.28 Unrealized
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $1,676 Shares 7,900 Est. Cost $89.23 Unrealized +131.7%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,582 Shares 9,811 Est. Cost $78.54 Unrealized +77.0%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,574 Shares 1,821 Est. Cost $19.12 Unrealized +278.8%
RSPF INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,558 Shares 25,740 Est. Cost $42.37 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1,525 Shares 7,332 Est. Cost $50.11 Unrealized +281.2%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,394 Shares 7,903 Est. Cost $43.74 Unrealized +261.0%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,376 Shares 19,121 Est. Cost $35.21 Unrealized +95.7%
J JACOBS SOLUTIONS INC 0.3%
Value ($000) $1,337 Shares 9,315 Est. Cost $95.66 Unrealized +20.5%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,334 Shares 11,279 Est. Cost $68.18 Unrealized +43.9%
PFE PFIZER INC 0.3%
Value ($000) $1,299 Shares 50,710 Est. Cost $22.55 Unrealized +9.3%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,264 Shares 9,007 Est. Cost $137.13 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,264 Shares 3,217 Est. Cost $209.35 Unrealized +101.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $1,232 Shares 17,830 Est. Cost $28.85 Unrealized +99.7%
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,183 Shares 10,977 Est. Cost $37.51 Unrealized +164.9%
USMV ISHARES TR 0.2%
Value ($000) $1,157 Shares 14,380 Est. Cost $64.92 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,150 Shares 22,802 Est. Cost $50.48 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,144 Shares 6,242 Est. Cost $282.40 Unrealized -30.8%
BX BLACKSTONE INC 0.2%
Value ($000) $1,143 Shares 9,804 Est. Cost $45.31 Unrealized +162.0%
FSTA FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,087 Shares 23,200 Est. Cost $45.87 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,051 Shares 2,329 Est. Cost $160.47 Unrealized +182.0%
RTX RTX CORPORATION 0.2%
Value ($000) $1,005 Shares 9,896 Est. Cost $55.11 Unrealized +57.6%
ASML ASML HOLDING N V 0.2%
Value ($000) $1,000 Shares 1,146 Est. Cost $415.01 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $996 Shares 12,410 Est. Cost $66.10 Unrealized +22.0%
CB CHUBB LIMITED 0.2%
Value ($000) $985 Shares 3,963 Est. Cost $105.16 Unrealized +129.4%
ORCL ORACLE CORP 0.2%
Value ($000) $985 Shares 8,661 Est. Cost $33.84 Unrealized +232.0%
AMGN AMGEN INC 0.2%
Value ($000) $984 Shares 3,591 Est. Cost $131.23 Unrealized +110.4%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $978 Shares 8,855 Est. Cost $65.12 Unrealized +51.4%
HON HONEYWELL INTL INC 0.2%
Value ($000) $975 Shares 5,061 Est. Cost $75.87 Unrealized +138.3%
NVS NOVARTIS AG 0.2%
Value ($000) $964 Shares 9,925 Est. Cost $82.80 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $958 Shares 21,867 Est. Cost $31.79 Unrealized +12.3%
EXC EXELON CORP 0.2%
Value ($000) $954 Shares 25,379 Est. Cost $16.57 Unrealized +100.5%
CSCO CISCO SYS INC 0.2%
Value ($000) $930 Shares 19,801 Est. Cost $24.77 Unrealized +90.6%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $864 Shares 1,787 Est. Cost $110.21 Unrealized +343.7%
PSX PHILLIPS 66 0.2%
Value ($000) $817 Shares 5,703 Est. Cost $59.27 Unrealized +127.8%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $802 Shares 1,725 Est. Cost $224.95 Unrealized +84.9%
DEO DIAGEO PLC 0.2%
Value ($000) $801 Shares 5,795 Est. Cost $111.38 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $794 Shares 20,118 Est. Cost $30.63 Unrealized +17.3%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $758 Shares 2,298 Est. Cost $146.55 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $757 Shares 1,640 Est. Cost $396.38 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $747 Shares 4,540 Est. Cost $107.91 Unrealized +32.8%
DIS DISNEY WALT CO 0.1%
Value ($000) $726 Shares 6,533 Est. Cost $100.85 Unrealized +1.5%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $706 Shares 12,344 Est. Cost $57.49 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $684 Shares 1,610 Est. Cost $229.30 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $671 Shares 7,585 Est. Cost $50.41 Unrealized +75.8%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $627 Shares 4,250 Est. Cost $82.52 Unrealized +65.3%
IR INGERSOLL RAND INC 0.1%
Value ($000) $623 Shares 6,675 Est. Cost $31.60 Unrealized +170.2%
BP BP PLC 0.1%
Value ($000) $552 Shares 14,227 Est. Cost $27.11 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $548 Shares 17,990 Est. Cost $28.14 Unrealized +56.5%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $542 Shares 5,800 Est. Cost $87.47 Unrealized
MMM 3M CO 0.1%
Value ($000) $536 Shares 5,550 Est. Cost $79.56 Unrealized -0.3%
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $513 Shares 5,784 Est. Cost $76.20 Unrealized
CSX CSX CORP 0.1%
Value ($000) $510 Shares 15,360 Est. Cost $24.14 Unrealized +46.9%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $455 Shares 2,375 Est. Cost $36.64 Unrealized +373.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $447 Shares 11,736 Est. Cost $29.22 Unrealized +39.1%
IJJ ISHARES TR 0.1%
Value ($000) $433 Shares 3,902 Est. Cost $103.04 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $433 Shares 2,755 Est. Cost $65.22 Unrealized +110.9%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $420 Shares 1,445 Est. Cost $133.70 Unrealized +18.0%
RPM RPM INTL INC 0.1%
Value ($000) $417 Shares 3,900 Est. Cost $50.15 Unrealized +121.8%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $383 Shares 5,050 Est. Cost $52.78 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $377 Shares 1,253 Est. Cost $304.36 Unrealized +16.6%
HD HOME DEPOT INC 0.1%
Value ($000) $362 Shares 1,083 Est. Cost $233.42 Unrealized +49.3%
UNILEVER PLC 0.1%
Value ($000) $349 Shares 6,725 Est. Cost $60.05 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $348 Shares 2,220 Est. Cost $149.77 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $344 Shares 8,533 Est. Cost $31.47 Unrealized +23.7%
ALLE ALLEGION PLC 0.1%
Value ($000) $330 Shares 2,716 Est. Cost $59.03 Unrealized +112.3%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $326 Shares 1,369 Est. Cost $138.30 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $314 Shares 678 Est. Cost $524.63 Unrealized +9.3%
GIS GENERAL MLS INC 0.1%
Value ($000) $309 Shares 4,384 Est. Cost $41.55 Unrealized +45.8%
DXJ WISDOMTREE TR 0.1%
Value ($000) $302 Shares 2,780 Est. Cost $87.98 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $301 Shares 5,113 Est. Cost $53.52 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $294 Shares 424 Est. Cost $110.38 Unrealized +37.3%
SYY SYSCO CORP 0.1%
Value ($000) $290 Shares 3,900 Est. Cost $31.82 Unrealized +134.5%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $287 Shares 1,835 Est. Cost $118.80 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $273 Shares 4,993 Est. Cost $41.61 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $273 Shares 8,964 Est. Cost $24.28 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $265 Shares 1,349 Est. Cost $192.48 Unrealized
SMARTSHEET INC 0.1%
Value ($000) $256 Shares 6,778 Est. Cost $50.53 Unrealized
COKE COCA COLA CONS INC 0.0%
Value ($000) $248 Shares 300 Est. Cost $70.13 Unrealized +20.7%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $244 Shares 4,184 Est. Cost $47.85 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $243 Shares 6,490 Est. Cost $34.46 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $243 Shares 1,535 Est. Cost $117.86 Unrealized +48.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $241 Shares 2,450 Est. Cost $67.48 Unrealized +31.1%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $221 Shares 7,410 Est. Cost $28.50 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $209 Shares 2,885 Est. Cost $65.76 Unrealized
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.0%
Value ($000) $204 Shares 346,697 Est. Cost $5.04 Unrealized -87.2%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $202 Shares 790 Est. Cost $214.89 Unrealized +49.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $200 Shares 3,249 Est. Cost $20.49 Unrealized +168.2%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $191 Shares 3,256 Est. Cost $57.39 Unrealized -4.5%
XBI SPDR SER TR 0.0%
Value ($000) $186 Shares 2,200 Est. Cost $84.62 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $185 Shares 655 Est. Cost $247.59 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $181 Shares 1,695 Est. Cost $47.68 Unrealized 0.0%
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $180 Shares 3,475 Est. Cost $60.65 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $174 Shares 1,645 Est. Cost $114.26 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $166 Shares 2,287 Est. Cost $72.62 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $163 Shares 978 Est. Cost $172.56 Unrealized 0.0%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $161 Shares 6,465 Est. Cost $24.97 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $161 Shares 1,515 Est. Cost $100.80 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $155 Shares 309 Est. Cost $501.98 Unrealized
CLOU GLOBAL X FDS 0.0%
Value ($000) $152 Shares 7,536 Est. Cost $20.17 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $149 Shares 3,347 Est. Cost $38.00 Unrealized 0.0%
ICLR ICON PLC 0.0%
Value ($000) $149 Shares 500 Est. Cost $294.81 Unrealized 0.0%
USB US BANCORP DEL 0.0%
Value ($000) $149 Shares 3,658 Est. Cost $38.64 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $148 Shares 1,603 Est. Cost $97.82 Unrealized 0.0%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $138 Shares 2,700 Est. Cost $51.23 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $132 Shares 240 Est. Cost $56.38 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $131 Shares 1,050 Est. Cost $90.57 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $130 Shares 1,032 Est. Cost $107.63 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $128 Shares 2,639 Est. Cost $48.45 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $119 Shares 3,350 Est. Cost $40.58 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $119 Shares 7,028 Est. Cost $13.49 Unrealized +15.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $113 Shares 2,800 Est. Cost $40.36 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $112 Shares 2,061 Est. Cost $50.60 Unrealized 0.0%
IEFA ISHARES TR 0.0%
Value ($000) $111 Shares 1,540 Est. Cost $71.80 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $109 Shares 800 Est. Cost $114.08 Unrealized 0.0%
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $102 Shares 3,200 Est. Cost $32.00 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $91 Shares 558 Est. Cost $163.91 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $91 Shares 995 Est. Cost $89.54 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $91 Shares 1,591 Est. Cost $48.96 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $90 Shares 1,381 Est. Cost $74.85 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value ($000) $89 Shares 2,402 Est. Cost $32.80 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $89 Shares 2,450 Est. Cost $36.19 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $87 Shares 435 Est. Cost $186.28 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $86 Shares 2,580 Est. Cost $30.45 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $86 Shares 3,065 Est. Cost $27.31 Unrealized 0.0%
META META PLATFORMS INC 0.0%
Value ($000) $80 Shares 185 Est. Cost $443.21 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $80 Shares 415 Est. Cost $173.61 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $79 Shares 475 Est. Cost $148.53 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $77 Shares 1,100 Est. Cost $76.54 Unrealized 0.0%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $74 Shares 1,160 Est. Cost $64.21 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $74 Shares 602 Est. Cost $129.53 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $70 Shares 2,500 Est. Cost $28.08 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $70 Shares 1,596 Est. Cost $46.17 Unrealized 0.0%
RADIUS RECYCLING INC 0.0%
Value ($000) $70 Shares 4,008 Est. Cost $17.42 Unrealized
SNY SANOFI 0.0%
Value ($000) $69 Shares 1,400 Est. Cost $49.23 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $69 Shares 820 Est. Cost $78.75 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $68 Shares 943 Est. Cost $28.53 Unrealized 0.0%
DRIV GLOBAL X FDS 0.0%
Value ($000) $67 Shares 2,895 Est. Cost $23.25 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $67 Shares 534 Est. Cost $125.70 Unrealized 0.0%
PRNT ARK ETF TR 0.0%
Value ($000) $67 Shares 3,230 Est. Cost $20.73 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $66 Shares 545 Est. Cost $121.52 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $66 Shares 465 Est. Cost $128.74 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $65 Shares 800 Est. Cost $81.24 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $64 Shares 465 Est. Cost $137.34 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $63 Shares 775 Est. Cost $89.52 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $62 Shares 384 Est. Cost $116.41 Unrealized 0.0%
KKR KKR & CO INC 0.0%
Value ($000) $62 Shares 663 Est. Cost $90.96 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $62 Shares 148 Est. Cost $427.27 Unrealized 0.0%
BUG GLOBAL X FDS 0.0%
Value ($000) $61 Shares 2,185 Est. Cost $28.05 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $61 Shares 667 Est. Cost $83.21 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $59 Shares 370 Est. Cost $151.39 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $57 Shares 225 Est. Cost $243.38 Unrealized 0.0%
CCB COASTAL FINL CORP WA 0.0%
Value ($000) $56 Shares 1,450 Est. Cost $39.55 Unrealized 0.0%
IVE ISHARES TR 0.0%
Value ($000) $54 Shares 302 Est. Cost $178.79 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $52 Shares 1,500 Est. Cost $34.75 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $50 Shares 745 Est. Cost $70.82 Unrealized 0.0%
ARKG ARK ETF TR 0.0%
Value ($000) $47 Shares 2,025 Est. Cost $23.29 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $47 Shares 1,083 Est. Cost $37.41 Unrealized 0.0%
IAU ISHARES GOLD TR 0.0%
Value ($000) $45 Shares 1,050 Est. Cost $43.30 Unrealized
FMC FMC CORP 0.0%
Value ($000) $44 Shares 750 Est. Cost $53.30 Unrealized 0.0%
ESLT ELBIT SYS LTD 0.0%
Value ($000) $41 Shares 200 Est. Cost $204.97 Unrealized 0.0%
BHP BHP GROUP LTD 0.0%
Value ($000) $39 Shares 700 Est. Cost $55.16 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $38 Shares 350 Est. Cost $101.75 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $36 Shares 280 Est. Cost $135.93 Unrealized 0.0%
MP MP MATERIALS CORP 0.0%
Value ($000) $34 Shares 2,100 Est. Cost $15.82 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $33 Shares 351 Est. Cost $84.95 Unrealized 0.0%
ALC ALCON AG 0.0%
Value ($000) $33 Shares 425 Est. Cost $79.67 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $33 Shares 1,253 Est. Cost $29.65 Unrealized 0.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $31 Shares 88 Est. Cost $317.75 Unrealized 0.0%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $31 Shares 760 Est. Cost $40.33 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $29 Shares 210 Est. Cost $116.81 Unrealized 0.0%
GPIX GOLDMAN SACHS ETF TR 0.0%
Value ($000) $29 Shares 650 Est. Cost $44.97 Unrealized
AMRC AMERESCO INC 0.0%
Value ($000) $29 Shares 1,375 Est. Cost $22.41 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $28 Shares 330 Est. Cost $75.99 Unrealized 0.0%
DGRO ISHARES TR 0.0%
Value ($000) $28 Shares 500 Est. Cost $55.95 Unrealized
EL PASO ENERGY CAP TR I 0.0%
Value ($000) $28 Shares 600 Est. Cost $46.15 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $26 Shares 506 Est. Cost $51.65 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $26 Shares 665 Est. Cost $32.80 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $24 Shares 101 Est. Cost $237.69 Unrealized 0.0%
CNRG SPDR SER TR 0.0%
Value ($000) $24 Shares 400 Est. Cost $58.76 Unrealized
SKLZ SKILLZ INC 0.0%
Value ($000) $23 Shares 3,722 Est. Cost $6.14 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $22 Shares 65 Est. Cost $330.34 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $22 Shares 127 Est. Cost $151.93 Unrealized 0.0%
ARKF ARK ETF TR 0.0%
Value ($000) $20 Shares 730 Est. Cost $26.79 Unrealized
FSBW FS BANCORP INC 0.0%
Value ($000) $19 Shares 597 Est. Cost $32.19 Unrealized 0.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $18 Shares 200 Est. Cost $90.60 Unrealized
ATHIRA PHARMA INC 0.0%
Value ($000) $18 Shares 9,195 Est. Cost $1.97 Unrealized
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $18 Shares 1,150 Est. Cost $15.30 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $18 Shares 990 Est. Cost $17.73 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $18 Shares 109 Est. Cost $142.02 Unrealized 0.0%
NI NISOURCE INC 0.0%
Value ($000) $17 Shares 600 Est. Cost $24.83 Unrealized 0.0%
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $16 Shares 380 Est. Cost $43.10 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $16 Shares 230 Est. Cost $79.00 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $15 Shares 225 Est. Cost $66.74 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $15 Shares 171 Est. Cost $85.84 Unrealized
GEV GE VERNOVA LLC 0.0%
Value ($000) $15 Shares 95 Est. Cost $133.68 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $14 Shares 200 Est. Cost $71.66 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $14 Shares 50 Est. Cost $234.88 Unrealized 0.0%
PBT PERMIAN BASIN RTY TR 0.0%
Value ($000) $14 Shares 1,200 Est. Cost $11.50 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $14 Shares 225 Est. Cost $61.17 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $14 Shares 1,339 Est. Cost $14.23 Unrealized 0.0%
REDFIN CORP 0.0%
Value ($000) $13 Shares 2,387 Est. Cost $5.61 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $13 Shares 115 Est. Cost $117.75 Unrealized 0.0%
SPYD SPDR SER TR 0.0%
Value ($000) $13 Shares 335 Est. Cost $39.34 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $13 Shares 269 Est. Cost $47.68 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $12 Shares 180 Est. Cost $62.59 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $12 Shares 30 Est. Cost $516.50 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $12 Shares 100 Est. Cost $118.85 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $12 Shares 325 Est. Cost $36.26 Unrealized 0.0%
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $11 Shares 13 Est. Cost $858.77 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $11 Shares 155 Est. Cost $62.61 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $11 Shares 901 Est. Cost $10.69 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $10 Shares 1,401 Est. Cost $9.64 Unrealized 0.0%
REMX VANECK ETF TRUST 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.97 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $10 Shares 90 Est. Cost $89.83 Unrealized 0.0%
PSTG PURE STORAGE INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $44.65 Unrealized 0.0%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $10 Shares 128 Est. Cost $76.38 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $10 Shares 128 Est. Cost $82.96 Unrealized 0.0%
SMH VANECK ETF TRUST 0.0%
Value ($000) $10 Shares 45 Est. Cost $214.09 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $9 Shares 35 Est. Cost $269.31 Unrealized
SMART GLOBAL HLDGS INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.27 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $9 Shares 18 Est. Cost $504.44 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $9 Shares 131 Est. Cost $61.23 Unrealized 0.0%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $9 Shares 345 Est. Cost $25.34 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.90 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $9 Shares 202 Est. Cost $42.17 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $8 Shares 66 Est. Cost $124.61 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $8 Shares 57 Est. Cost $155.25 Unrealized 0.0%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 4,000 Est. Cost $3.22 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 210 Est. Cost $37.67 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $8 Shares 422 Est. Cost $15.85 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $7 Shares 500 Est. Cost $16.27 Unrealized 0.0%
PIEDMONT LITHIUM INC 0.0%
Value ($000) $7 Shares 600 Est. Cost $12.25 Unrealized
AVA AVISTA CORP 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.96 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $7 Shares 33 Est. Cost $234.20 Unrealized 0.0%
IWM ISHARES TR 0.0%
Value ($000) $7 Shares 36 Est. Cost $195.89 Unrealized
MET METLIFE INC 0.0%
Value ($000) $7 Shares 93 Est. Cost $66.02 Unrealized 0.0%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $7 Shares 488 Est. Cost $13.53 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.99 Unrealized 0.0%
AIQ GLOBAL X FDS 0.0%
Value ($000) $6 Shares 200 Est. Cost $32.09 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $6 Shares 77 Est. Cost $82.57 Unrealized
EWY ISHARES INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.05 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $6 Shares 64 Est. Cost $96.08 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $6 Shares 165 Est. Cost $39.47 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.25 Unrealized 0.0%
ROKU ROKU INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $77.80 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $24.02 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $5 Shares 610 Est. Cost $14.41 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $5 Shares 154 Est. Cost $29.06 Unrealized 0.0%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $5 Shares 70 Est. Cost $75.01 Unrealized 0.0%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $4 Shares 252 Est. Cost $17.81 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $4 Shares 304 Est. Cost $14.51 Unrealized 0.0%
TE FREYR BATTERY INC 0.0%
Value ($000) $4 Shares 2,400 Est. Cost $1.58 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $4 Shares 12 Est. Cost $267.60 Unrealized 0.0%
DON WISDOMTREE TR 0.0%
Value ($000) $4 Shares 78 Est. Cost $46.23 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value ($000) $4 Shares 60 Est. Cost $59.08 Unrealized
SLDP SOLID POWER INC 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.52 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 125 Est. Cost $25.46 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $3 Shares 42 Est. Cost $64.30 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $68.48 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $3 Shares 257 Est. Cost $11.04 Unrealized 0.0%
EMCORE CORP 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.71 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $3 Shares 148 Est. Cost $15.98 Unrealized 0.0%
FNV FRANCO NEV CORP 0.0%
Value ($000) $3 Shares 21 Est. Cost $108.28 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $390.78 Unrealized 0.0%
IDV ISHARES TR 0.0%
Value ($000) $2 Shares 87 Est. Cost $27.78 Unrealized
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $39.91 Unrealized 0.0%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $2 Shares 61 Est. Cost $37.15 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $2 Shares 44 Est. Cost $40.46 Unrealized 0.0%
DWM WISDOMTREE TR 0.0%
Value ($000) $2 Shares 40 Est. Cost $53.55 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $2 Shares 15 Est. Cost $122.72 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $179.97 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $247.64 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $2 Shares 12 Est. Cost $135.69 Unrealized 0.0%
FQAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2 Shares 33 Est. Cost $56.21 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $2 Shares 42 Est. Cost $38.44 Unrealized 0.0%
NOK NOKIA CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $3.65 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $75.77 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $306.18 Unrealized 0.0%
CE CELANESE CORP DEL 0.0%
Value ($000) $2 Shares 11 Est. Cost $149.27 Unrealized 0.0%
PHM PULTE GROUP INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $105.76 Unrealized 0.0%
HAS HASBRO INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $47.13 Unrealized 0.0%
DLS WISDOMTREE TR 0.0%
Value ($000) $2 Shares 26 Est. Cost $63.81 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $67.24 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $1 Shares 6 Est. Cost $241.47 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $197.23 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $232.50 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $133.23 Unrealized 0.0%
NIO NIO INC 0.0%
Value ($000) $1 Shares 285 Est. Cost $4.72 Unrealized
INTU INTUIT 0.0%
Value ($000) $1 Shares 2 Est. Cost $631.25 Unrealized 0.0%
CNC CENTENE CORP DEL 0.0%
Value ($000) $1 Shares 17 Est. Cost $77.21 Unrealized 0.0%
PACB PACIFIC BIOSCIENCES CALIF IN 0.0%
Value ($000) $1 Shares 625 Est. Cost $5.86 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $1 Shares 26 Est. Cost $33.38 Unrealized 0.0%
ARKK ARK ETF TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.45 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $1 Shares 5 Est. Cost $218.06 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $158.15 Unrealized 0.0%
TILRAY BRANDS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $2.47 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $462.26 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $55.40 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $71.78 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $21.31 Unrealized 0.0%
DRAGANFLY INC. 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $0.25 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $1 Shares 7 Est. Cost $94.54 Unrealized 0.0%
AI C3 AI INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $28.08 Unrealized 0.0%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $0 Shares 85 Est. Cost $6.73 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $136.60 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $98.13 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.33 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $293.39 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $202.90 Unrealized 0.0%
CLLS CELLECTIS S A 0.0%
Value ($000) $0 Shares 80 Est. Cost $2.56 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $163.58 Unrealized 0.0%
SE SEA LTD 0.0%
Value ($000) $0 Shares 3 Est. Cost $63.33 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $82.23 Unrealized 0.0%
UGI UGI CORP NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost $24.02 Unrealized 0.0%
MVIS MICROVISION INC DEL 0.0%
Value ($000) $0 Shares 75 Est. Cost $2.27 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $102.73 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $49.66 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $19.75 Unrealized 0.0%
TLS TELOS CORP MD 0.0%
Value ($000) $0 Shares 16 Est. Cost $3.96 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $54.00 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.96 Unrealized 0.0%
VITL VITAL FARMS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $17.44 Unrealized 0.0%
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.43 Unrealized 0.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.20 Unrealized 0.0%
MARA MARATHON DIGITAL HOLDINGS IN 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.85 Unrealized 0.0%